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5 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in AVANTIS U.S. MID CAP VALUE ETF

Corient Private Wealth LP holds 112,542 shares of AVMV (AVANTIS U.S. MID CAP VALUE ETF), worth $9.1M as of 2026-Q2. The position was increased (+83.3% shares). AVMV represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$9.1M

Current Shares

112,542

Total Value Change

+$8.3M

Total Shares Change

+101,350

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
112,542
+83.3%
$9.1M0.0%$80.54
43
2026-Q1
Decreased
61,412
-0.5%
$4.6M0.0%$76.49
0
2025-Q4
Increased
61,713
+282.6%
$4.4M0.0%$71.82
43
2025-Q3
Increased
16,131
+44.1%
$1.1M0.0%$68.72
34
2025-Q2
New
11,192
-
$731,7250.0%$64.91
34

Other major holders of AVMV: AMERICAN CENTURY COMPANIES INC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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